Barry Investment Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Barry Investment Advisors’s Portfolio DFAW Stock Details DFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.96M	Buy	35,771 +2,945	+9%	+$238K	0.62%	28
2026 Q1	$2.42M	Sell	32,826 -3,338	-9%	-$254K	0.53%	31
2025 Q4	$2.68M	Buy	36,164 +4,755	+15%	+$346K	0.6%	30
2025 Q3	$2.26M	Buy	31,409 +2,451	+8%	+$170K	0.52%	37
2025 Q2	$1.94M	Buy	28,958 +2,938	+11%	+$184K	0.48%	38
2025 Q1	$1.59M	Buy	26,020 +7,565	+41%	+$479K	0.42%	38
2024 Q4	$1.15M	Buy	18,455 +1,075	+6%	+$68.7K	0.37%	41
2024 Q3	$1.1M	Buy	17,380 +2,365	+16%	+$144K	0.34%	45
2024 Q2	$894K	Buy	15,015 +5,007	+50%	+$294K	0.3%	49
2024 Q1	$592K	Buy	+10,008	New	+$562K	0.2%	63

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barry Investment Advisors's DFAW Position: Q2 2026 in Review

Barry Investment Advisors increased its Dimensional World Equity ETF (DFAW) stake by 9% in Q2 2026, buying an estimated $238K and bringing the position to 35,771 shares worth $2.96M. The position accounts for 0.62% of the portfolio, ranked #28.

Barry Investment Advisors first reported a position in DFAW in Q1 2024 and has held it in 10 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Barry Investment Advisors held 35,771 shares of Dimensional World Equity ETF worth $2.96M as of Q2 2026.
Barry Investment Advisors bought 2,945 Dimensional World Equity ETF shares in Q2 2026, an estimated $238K.
Dimensional World Equity ETF made up 0.62% of Barry Investment Advisors's portfolio in Q2 2026, its #28 holding.
Barry Investment Advisors first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 10 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.